Corporate Sucession

As a law firm with offices in Graz, Linz, Salzburg, Wels and Vienna, we provide comprehensive advice to business owners on structuring their business succession as well as on the organization and transfer of their assets to the next generation or to third parties outside the family.

With a clear focus on your personal and business objectives, we develop a succession plan tailored to your company and your individual situation and support its implementation by drafting the necessary agreements and testamentary dispositions. In doing so, we take into account all aspects of inheritance law, family law, corporate law and tax law.

Another key area of our practice is advising foundations and their founders. From the establishment of a foundation and the recognition of its charitable status to amendments of its statutes and restructurings — we outline your options and guide you from the planning stage through to successful implementation.

Together with our international colleagues in Bologna, Bratislava, Breslau, Brussels, Budapest, Bucharest, Düsseldorf, Gliwice, Imola, Frankfurt, Hanover, Istanbul, Osnabrück, Plzeň, Prague, Shanghai, Sofia, Taicang and Warsaw, we also offer comprehensive advice on international business successions.

Our advisory services in detail:

Business Succession

• Business transfers to family members:

  • Advice on inheritance, family, tax and corporate law

  • Business restructuring before or after the transfer

  • Financial security for the entrepreneur and their spouse

  • Corporate and consultancy agreements

  • Marriage contracts, wills, inheritance agreements, waiver of inheritance and compulsory portion agreements

• Business transfers to third parties:

  • Sale of the business (asset deal, share deal)

  • Leasing of the business

  • Involvement of third parties in the business

  • Establishment of a foundation before or after inheritance

  • Advice for founders and foundations

  • Charitable foundations

  • Family foundations

  • Other types of foundations

Inheritance Law

• Advice on inheritance, family, corporate and tax law before and after a succession

• Asset succession planning for domestic and international assets

• Business succession planning for domestic and international assets

• Drafting wills and inheritance agreements

• Drafting inheritance and compulsory portion waiver agreements

• Settlement of communities of heirs

• Compulsory portion law

• Contesting testamentary dispositions

• Probate proceedings

• Execution of wills

• Lifetime asset transfers in anticipation of succession

Foundations, Charitable Enterprises and Institutions

• Advice on establishment, organization and recognition by authorities

• Support in handling all tax-related matters

• Special issues in non-profit law

• Representation before tax authorities and tax courts

• Differentiation between business operations and charitable activities

• Safeguarding charitable status

• Advice on restructuring organizations and outsourcing services from a business, tax and legal perspective

• Amendments to statutes

• Cooperations